See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,994 | $95,862-71.8% | $79,550-66.1% | $134,475-79.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -15.82% | -2.69%-13.1pp | 0.16%-16.0pp | 417.96%-433.8pp |
| Employer contribution / active EE | $400 | $3,128-87.2% | $2,413-83.4% | $4,740-91.6% |
| Participant deferral / active EE | $400 | $4,693-91.5% | $3,985-90.0% | $6,400-93.7% |
| Admin fee / account holder | $164 | $9,126-98.2% | $6,832-97.6% | $11,426-98.6% |